Best Financial Advisors in KIRKLAND, Washington
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in KIRKLAND
ROBINSWOOD FINANCIAL
KIRKLAND, WA · Since 2007
KAIZEN FINANCIAL ADVISORS, LLC
KIRKLAND, WA · Since 2019
PREVAIL WEALTH MANAGEMENT
KIRKLAND, WA · Since 2021
CALPA ADVISORS LLC
KIRKLAND, WA · Since 2024
GREYSTONE FINANCIAL & ESTATE SERVICES, INC.
KIRKLAND, WA · Since 2025
PRIVATE ASSET MANAGEMENT INC
KIRKLAND, WA · Since 1996
TAIYO PACIFIC PARTNERS L.P.
KIRKLAND, WA · Since 2012
HOT CREEK CAPITAL, L.L.C.
KIRKLAND, WA · Since 2022
SCHMIDT FINANCIAL MANAGEMENT
KIRKLAND, WA · Since 2023
ELITE WEALTH MANAGEMENT, INC.
KIRKLAND, WA · Since 2004
SPG ADVISORS LLC
KIRKLAND, WA · Since 2020
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in KIRKLAND?
The median advisory fee in KIRKLAND, WA is 0.95% of assets under management per year, based on Form ADV filings from 11 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.